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Saturday 14 February 2026
WD says 2026 capacity sold out as HDD prices post sharpest rise in two years

Hard disk drive (HDD) contract prices rose approximately 4% sequentially following the conclusion of fourth-quarter 2025 negotiations,...

Saturday 14 February 2026
After US deal, Taiwan pushes economic resilience into Europe and the global south
Taiwan has officially signed a final trade agreement with the US, concluding bilateral negotiations. Under the deal, Taiwan will receive most-favored-nation (MFN) treatment if Washington...
Friday 13 February 2026
Shihlin Electric expands in North America as orders extend to 2030

Shihlin Electric is entering 2026 with strong operating momentum, supported by accelerated contract releases under Taipower's grid resilience...

Friday 13 February 2026
Quanta boosts Thailand investment to expand AI server capacity
Quanta Cloud Technology (QCT) said it will invest THB1.098 billion (approx. US$35.34 million) in electromechanical engineering and materials for its Thailand facility, reinforcing...
Friday 13 February 2026
Air cooling will dominate Trainium 3 rollout as Amazon targets 2Q26 production ramp
Amazon Web Services' (AWS) Trainium 3 servers, slated for mass production in the second quarter of 2026, have sharply reduced their planned use of liquid cooling, supply chain sources...
Thursday 12 February 2026
Nvidia CEO praises Foxconn's AI server leadership at company sports event
Foxconn held its annual company-wide sports carnival on February 12, 2026. During the opening remarks, Nvidia CEO Jensen Huang delivered a video message highlighting the seamless partnership...
Thursday 12 February 2026
China's Lenovo profit drops 21% even as revenue climbs 18%, flags memory shortage pressure
Lenovo Group reported a 21% decline in third-quarter profit but exceeded analyst expectations as strong revenue growth, driven by artificial intelligence (AI) demand, helped offset...
Thursday 12 February 2026
Cisco revenue beats expectations, but margin outlook pressured by rising memory costs

Cisco Systems forecast quarterly gross margins below market expectations, citing higher memory chip costs. The weaker margin outlook overshadowed...

Thursday 12 February 2026
Mistral to invest EUR1.2bn in Swedish AI data centres to expand European compute capacity
Mistral AI will invest EUR1.2 billion (US$1.43 billion) to build large-scale AI data centres in Sweden, marking its first infrastructure expansion outside France. The move positions...
Thursday 12 February 2026
Taiwan ODMs split in early 2026 as business transition takes hold

Taiwan's leading original design manufacturers (ODMs) are entering 2026 at different stages of transition, as efforts to expand into AI...

Thursday 12 February 2026
Hyundai-controlled Boston Dynamics changes CEO as robots near market
Robert Playter will step down as chief executive of Boston Dynamics, effective immediately, the company said Tuesday, marking the end of a tenure that spanned more than three decades...
Thursday 12 February 2026
Cisco unveils 102.4Tbps silicon and new systems targeting broader AI infrastructure
On February 10, 2025, Cisco introduced a new 102.4 terabits-per-second (Tbps) switching chip and a series of data center systems designed to support large-scale artificial intelligence...
Thursday 12 February 2026
Trust over tech: Boston Dynamics sets humanoid robot safety blueprint
As humanoid robots transition from research labs to real-world applications, Boston Dynamics says trust will determine whether they can be deployed at scale in manufacturing. In parallel,...
Wednesday 11 February 2026
Analysis: Arm pivots to data centers as smartphones slump
Arm reported record revenue in its fiscal third quarter of 2026. The UK-based semiconductor IP company is navigating ongoing smartphone market headwinds while shifting its growth focus...
Wednesday 11 February 2026
AI demand fuels photonics-semiconductor convergence at APE 2026
As artificial intelligence workloads push traditional computing architectures to their limits, the photonics industry is emerging as a critical enabler of next-generation data center...